B) Set Advanced Settings on a New Tracker

To set up a tracker, first go to your “My Tracks” page, which can be found at the top of any Keyhole page

Before typing in your Hashtag or Keyword, click the Advanced button, highlighted below in yellow

Clicking “Advanced” will take you to the Advanced Settings section, as outlined in section 2

Tool Tip

1- Once you set your Advanced Settings and click Preview, this will affect all posts collected from the beginning of your tracker life

2) Advanced Settings

2) a. Search Terms

In the boxes provided, enter the hashtags, keywords, or URLs that you would like to track, as you would have on the My Tracks - Create New Tracker page.

For the OR function:

Enter keywords, hashtags, and URLs in separate input boxes

For the AND function:

Enter all keywords, hashtags and URLs in the same input box

For exact match:

Place the keyword, hashtag and/or URL in quotes

2) b. From These Social Platforms

Click either Twitter, Instagram, or both to collect data from the specified social media platform(s).

2) c. From all users or specific influencers

All Users

In this section, you can select “All Users” to collect all posts from Twitter or Instagram or both which include your tracked hashtag or keyword.

Twitter Users

You also have the option to pull data from specific users. You can enter the user's Twitter name (example: @TwitterName) in the appropriate box, separated by commas if there are more than one. If you select this option, all posts in your tracker will be from only these Twitter users, and will exclude all other posts.

Instagram Users

If you are interested in only pulling data from specific Instagram users, you can enter the user’s Instagram name (example: @InstagramName) in the appropriate box, separated by commas if there are more than one. If you select this option, all posts in your tracker will be from only these Instagram users, and will exclude all other posts.

2) d. Stop and Start This Tracker in the Future

Future Start Date & Time:

Start the tracker at this time. If left blank, Keyhole will start tracking your hashtag or keyword immediately.

Future End Date & Time:

Keep tracker running until this time. If left blank, this tracker will run until manually deleted or paused.

Tool Tip

1 - The timezone will change based on your location

2 - Click inside the start or stop section to see this window below. From here you can select the appropriate start and stop time, customizable as specific to the second.

2) e. Create Sub-Categories based on These Filters

Secondary Keywords

Any keywords you enter here will be shown as a sub-track, in addition to being shown in aggregate. This is useful if you want to see a slice of data separately for further analysis.

Example

If you are tracking #Ford, some sub-categories you could set would be - Mustang, Focus, Fiesta. This will show a sub track of Mustang posts within the #Ford tracker, and so on.

Tool Tip

1 - To access your sub-track, go to your trackers Dashboard, and at the top of the page choose a sub-track from the drop down menu, as seen below with #Ford and the sub-tracker Mustang

2) f. Ignore Some Posts based on These Conditions

Ignore Posts with These Words

Enter words that you don’t want the tracker to include in data collection. Posts with that word and your tracked hashtag/ keyword will not be in your tracker.

Example

If you’re searching for “Brisk” the drink, posts about brisk walks might be irrelevant. To ensure your tracker does not collect these posts, you can enter “walk” or similar words in the boxes.

Ignore Posts from These Accounts

If there are certain accounts that you do not want your tracker to collect posts from, you can enter those @username in the boxes.

2) g. Alerts

Frequency of Alerts

Chose if you would like to receive alerts weekly, daily, as it happens, or not at all.

Send Alerts to These Emails

Enter the email address you want the alerts to be sent to.

Twitter

Receive an email alert when a Twitter user with at least x followers mention your search term, or when a post with at least x retweets exceeds the set parameters. Or if a verified Twitter account publishes a tweet with your keyword or hashtag.

Instagram

Receive an email alert when an Instagram user with at least x followers mention your search term, or when a post with at least x likes exceeds the set parameters.

Tracker Volume

Receive an email when the number of posts exceeds the set parameters.

2) h. Custom URL

Custom Page URL

You can customize your URL to make it more user-friendly for sharing purposes.